The Purposeful Investor

Aden Wilkins & David Andrew
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The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.  Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.© 2025 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788. The Purposeful Investor® is a registered trademark of Capital Partners Private Wealth Advisers.

  1. 2D AGO

    The Last Victim of Australia's Most Prolific Con Man: Tracy Hall's Journey from Victim to Advocate

    In this powerful episode of The Purposeful Investor, host Aden Wilkins welcomes Tracy Hall - author, keynote speaker, and survivor of one of Australia’s most prolific con men. Tracy shares her deeply personal story of losing her life savings, and the psychological toll it took. Together, Aden and Tracy explore the emotional aftermath, the process of rebuilding trust, and the practical steps everyone can take to protect themselves and loved ones from financial fraud. Tracy sheds light on the tactics scammers use, from emotional manipulation to advanced social engineering, and discusses her advocacy work in raising awareness about modern-day scams, including emerging threats like “pig butchering” and sextortion scams targeting young people. The episode also highlights the crucial role of financial advisors, the importance of reporting scams, and how victims can reclaim their confidence and security. Summary 0:00-1:04 Introduction 1:04-2:07 Wins of the Week 2:07-2:35 Tracy’s experience  2:35-4:48 Tracy’s relationship with “Max Tavita” (Hamish McLaren)  4:48-5:03 Hamish’s arrest and Tracy’s shock   5:03-7:12 Financial, psychological, and personal impacts   7:12-10:58 Support from other victims and the importance of not blaming oneself   10:58-15:23 Strategies, seeking professional help, and life changes   15:23-18:24 Finding the confidence to become an advocate in this space   18:24-24:05 The psychology of scams 24:05-28:13 Practical steps to protect yourself 28:13-31:38 The role financial advisers can play in client safety and building trust   31:38-37:33 Tracy’s journey regaining trust  37:33-43:19 Modern scams 43:19-46:29 Prevention methods to use at home 46:29-47:34 Key takeaways 47:34-48:22 Closing remarks Resources:  Who the Hell is Hamish Podcast - Who the Hell is Hamish? - Podcast - Apple Podcasts Tracy's Website - Tracy Hall Tracy's LinkedIn Page - Tracy Hall | LinkedIn The Last Victim - The Last Victim: A serial con man. The ultimate betrayal. An unbreakable woman. The full story behind the relationship made famous by the hit podcast Who the Hell is Hamish? eBook : Hall, Tracy, Land, Summer: Amazon.com.au: Kindle Store For more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

    49 min

  2. NOV 28

    Bonus | Waltzing into wealth | Meet Damon Sugden

    In this bonus series, Aden is joined by Damon Sugden, Principal Wealth Adviser at Capital Partners, who reflects on his unique journey from international ballroom stages to financial advisory. Discover how a life in the performing arts shaped his mindset, why financial independence is central to his values, and how he helps clients reimagine retirement.  Damon shares how personal loss inspires his work, the meaning behind being a “Family Steward” and “Freedom Seeker,” and his ongoing passion for empowering others through education and connection. (00:41 – 02:39) Life on stage: Damon’s ballroom dance career(02:46 – 03:12) Transitioning from performer to financial adviser(03:12 – 04:04) Getting started at Capital Partners(04:18 – 05:22) Transferable skills from dance to advising (05:27 – 05:55) Why client relationships matter most(06:10 – 07:16) Redefining retirement and helping others live fully in later life(07:30 – 08:13) Running educational workshops (08:33 – 09:26) A favourite Capital Partners memory and company culture(09:39 – 10:44) Damon’s money personality(10:56 – 11:18) If not a financial adviser, what would Damon do next For more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

    12 min

  3. NOV 20

    How to build, value, and sell a business the smart way

    Aden sits down with mergers and acquisitions expert Brendan Cockram from Octavian Group and senior wealth adviser James McLeod to unpack the strategy behind a successful business exit.  They explore how to prepare your business for sale, determine its true value, and structure deals that balance risk and reward.  From understanding key valuation drivers to timing the market and navigating buyer negotiations, this episode reveals the playbook every business owner should know before selling. Plus, the trio discusses emotional readiness, succession planning, and how to ensure your life goals and financial future stay aligned long after the deal is done. 3:40–8:45 Brendan’s journey into M&A and founding Octavian Group8:45–14:10 Where to start when planning a business sale14:10–19:30 Personal and financial readiness before selling19:30–27:55 How to value a business and understand multiples27:55–35:40 Finding and approaching potential buyers35:40–42:50 Structuring deals and managing key-person risk42:50–49:15 Tax planning and maximizing after-sale outcomes49:15–53:40 Why every business should stay “sale ready”For more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

    44 min

  4. NOV 6

    Beware the Crypto mirage | How to invest wisely in a volatile world

    In this episode of The Purposeful Investor, Aden is joined by Dr. Steve Garth and Investment Coordinator Nick Menegola to demystify cryptocurrency and its place in modern investment portfolios. The trio explores what cryptocurrency is, its origins, and why it captures so much attention—and caution—in the financial world. They discuss the risks, volatility, and lack of intrinsic value in assets like Bitcoin, compare crypto to gold, and offer practical advice for investors considering a speculative "play money" approach. 2:58-3:34 The value of goal setting and future planning  3:34-8:17 What is cryptocurrency?  8:17-12:43 The emergence of cryptocurrency as an asset class  12:43-18:52 How cryptocurrency works for investors  18:52-20:16 Liquidity and risk  20:16-26:28 Comparing cryptocurrency to gold and FOMO  26:28-31:03 Risks in cryptocurrency  31:03-38:22 Retail vs. sophisticated investors  38:22-46:13 Comparing cryptocurrency to traditional assets  46:13-47:35 Advice for different investor profiles  For more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

    30 min

  5. OCT 23

    Private credit unveiled | Risks, rewards, and realities for investors

    In this episode of The Purposeful Investor, Aden and David are joined by Investment Coordinator Nick Menegola to demystify the world of private credit (private debt).  Together, they break down what private credit is, how it differs from traditional banking, and why it’s gaining so much attention in financial headlines.  The team shares real-life case studies, including lessons from the GFC and the recent La Trobe fund developments, and explores the crucial topics of liquidity, risk, and regulatory oversight.  2:58-3:34 The value of goal setting and future planning3:34-8:17 What is private credit?8:17-12:43 The emergence of private credit as an asset class12:43-18:52 How private credit works for investors18:52-20:16 Liquidity and risk20:16-26:28 The La Trobe fund case study26:28-31:03 Risks in private credit31:03-38:22 Retail vs. sophisticated investors38:22-46:13 Comparing private credit to equities46:13-47:35 Advice for different investor profilesFor more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

    49 min

  6. OCT 16

    Bonus | Umpire/wealth adviser | Meet Rob McCaw

    Join Aden for our bonus series, where he sits down with Rob McCaw. Rob shares his inspiring career path, from uncertain beginnings to becoming a dedicated wealth adviser at Capital Partners.  Discover how his 20 years of experience as an umpire have shaped his approach to financial guidance, client relationships, and professional growth.  Rob reveals the importance of being a "safe pair of hands" for clients, the nuances of retirement planning, and what it means to be a family-focused financial guardian.  This episode offers insights into the human side of financial advising and the meaningful connections that drive success. (00:00 - 0:02:18) Rob McCaw and his career journey(02:18 - 04:34) The parallels between umpiring and financial advising(04:34 - 06:13) Rob's passion for building relationships(06:13 - 08:45) The importance of being a "safe pair of hands" for clients(08:45 - 11:45) The concept of retirement planning(11:45 - 13:35) Rob's money personalityFor more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

    14 min

  7. OCT 9

    The Millionaire Next Door | Unveiling the real secrets to lasting wealth

    In this episode of The Purposeful Investor, hosts Aden and David dive deep into the timeless lessons from the classic book "The Millionaire Next Door."  Discover the surprising habits and mindsets that set true millionaires apart from the crowd, why high income doesn’t always equal wealth, and how to avoid common financial pitfalls. From the illusion of affluence to the power of living below your means, Aden and David share practical tips, real-life examples, and actionable strategies to help you build lasting financial independence.  3:00-7:00 Introduction to "The Millionaire Next Door" and its relevance7:00-15:00 Key lessons from the book15:00-25:00 Success behaviours of real millionaires25:00-32:00 The quiet rich vs. the loud rich32:00-38:00 Common financial mistakes38:00-40:00 Takeaways, practical tips, and episode wrap-upRead: The Millionaire Next Door For more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

    41 min

  8. SEP 25

    Bonus | Financial wisdom and Kenyan tea | Meet Rakesh Shah

    Join us for our bonus series as Rakesh Shah, a seasoned wealth adviser at Capital Partners, shares his 18-year journey in financial planning. Discover how his family background, entrepreneurial spirit, and passion for helping clients achieve their goals have shaped his career.  Rakesh opens up about his side business in Kenyan tea, his approach to retirement planning, and why he sees financial advising as more than just managing money. (00:00 - 03:00) Rakesh Shah's 18-year journey at Capital Partners(03:00 - 04:23) The Kenyan tea business(04:47 - 06:34) Helping clients transform their financial lives(06:34 - 08:30) A passion for retirement workshops(09:14 - 10:00) Becoming a shareholder at Capital Partners(10:00 - 11:12) Rakesh's money personalityFor more information on Capital Partners visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au. This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

    11 min
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About

The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.  Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.© 2025 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788. The Purposeful Investor® is a registered trademark of Capital Partners Private Wealth Advisers.

Information

  • Creator
    Aden Wilkins & David Andrew
  • Years Active
    2024 - 2025
  • Episodes
    66
  • Rating
    Clean
  • Copyright
    © 2025 The Purposeful Investor
  • Show Website
    The Purposeful Investor

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